BCA – Most ROA to Claw Back
We all know that banks in Indonesia have the best margins and best ROAs of all banks in the region. This is largely due to the limited level of...
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(Mostly) Asia M&A: June 2020 Roundup
For the month of June, 20 new deals were discussed on Smartkarma with an overall announced deal size of ~US$12bn. Clicking on the company name...
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Last Week in Event SPACE: Jardine Matheson, Vedanta, Cromwell, Cardinal, Taubman, Mediawan
Last Week in Event SPACE ... Jardine Matheson Holdings (JM SP)'s buybacks accelerate, suggesting now is the time to reverse the set-up trade...
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StubWorld: Matheson Buybacks As Ratio Mean Reverts; JCNC Looking Cheap
This week in StubWorld ... The simple ratio (JM/JS) has retraced from its nose-bleed heights on the 19 March, and though still elevated, is...
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The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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